Configure User Types

Use user types to manage permissions and restrictions for all users. You can create user types for your business that correspond to your existing business roles. Each user type has a profile that defines security and display permissions, such as the user’s login method, the ability to use certain functions, and access to menu items and properties. They may also include custom context layouts.

You assign each user exactly one user type. You can add or change user types at any time, and delete those which are no longer needed. You can also copy existing user type configurations to make new ones. This makes it easy to create multiple user types that share similar configuration settings.

For each page or function that you want to make available for a given user type, you set the visibility to Read-only or Read-write. If you don't define a visibility value, that page or function is hidden for that user type. Access to a page or tab automatically includes access to the actions on that page.